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Carroll Financial Associates’s Landstar System LSTR Stock Holding History

Carroll Financial Associates’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11
Closed -$1K – 1802
2021
Q3 		$1K Buy
+11
New +$1.76K ﹤0.01% 1666
2020
Q2 		– Sell
-74
Closed -$7K – 1608
2020
Q1 		$7K Hold
74
– – ﹤0.01% 1045
2019
Q4 		$8K Hold
74
– – ﹤0.01% 1132
2019
Q3 		$8K Hold
74
– – ﹤0.01% 1078
2019
Q2 		$7K Buy
+74
New +$7.89K ﹤0.01% 1113

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Victory Capital Management
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T. Rowe Price Associates
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Financial Associates's LSTR Position: Q4 2021 in Review

Carroll Financial Associates sold out of Landstar System (LSTR) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in LSTR in Q2 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2019. 437 funds tracked by Wall St. Rank hold LSTR as of Q4 2021.

  • Carroll Financial Associates reported no remaining Landstar System position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 11 Landstar System shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Landstar System in Q2 2019 and held it in 5 quarters.
  • Carroll Financial Associates's Landstar System position peaked at $8K in Q4 2019.
  • 437 funds tracked by Wall St. Rank held Landstar System as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.